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Best financial advisors in New Cumberland, WV

Registered advisers within 25 miles of New Cumberland, WV.

Offices
103
Firms
49
Combined AUM
$8.13T
Firm-wide filings, not assets booked only here
Clients
1.08M
1,078,254 clients when Item 5C has a number
Avg / client
$7.54M
Combined AUM ÷ clients

Nearby offices

Firms

STEELOAKS INVESTMENT ADVISERS, INC.
WESBANCO SECURITIES, INC.
SOUND INCOME STRATEGIES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
ON INVESTMENT MANAGEMENT CO
MDH INVESTMENT MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EAGLE STRATEGIES LLC
ROBERT W. BAIRD & CO. INCORPORATED
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.

Investors

Brooke Megan Carroll
MICHAEL ALLEN PAYNE
SARA MELISSA PAYNE
DEWEY JOSEPH GUIDA
DONALD JOHN KENDRICK
THOMAS PRESTON FALTER
COLLEEN BURGESS
Henry Snyder
PAMELA KAY WEAVER
DAVID ROBERT BICKERTON
EMMALEE JANE MATTERN
William Clayton Payne
Cole Evan Tegano
JUSTIN TEGANO
Susan Elaine Pevac
GREGORY RALPH METCALF
JOHN WILLIAM CUCARESE
MELANIE ANN HARLESS
JAMES C WINGETT
Heather Lynn Reynolds
GARY LEE RICHARDS
JEFFREY ALAN NEDLEY
Misti Lynn Spring-Reader
KENNETH ROBERT PERKINS
EUGENE GEORGE ZRINYI
CHARLES WILBER MCCOY
MATTHEW Zane MAMULA
NICHOLAS PAUL MAMULA

Within 25 miles of New Cumberland, WV, Best Investors lists 49 registered investment advisory firms with 103 offices nearby, managing about $8.13T in combined regulatory AUM across 1,078,254 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in New Cumberland

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM